Robert Mitchell
Dukes Lane Investments · Lincolnshire, Illinois
Robert Mitchell is a fee-only financial advisor at Dukes Lane Investments in Lincolnshire, Illinois, who holds the CFA credential. Dukes Lane Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Dukes Lane Investments |
|---|---|
| Based in | Lincolnshire, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $37.1M across 71 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 1708172 |
| Exams passed | Series 63 (1987) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dukeslaneinvest.com |
| Profile |
How Robert's firm compares
- Dukes Lane Investments's average account is about $522,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Robert
Is Robert Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Dukes Lane Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Dukes Lane Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Mitchell based?
Robert Mitchell is based in Lincolnshire, Illinois.
What credentials does Robert Mitchell hold?
Robert Mitchell holds the CFA credential.
Is Robert Mitchell registered with the SEC?
Yes. Robert Mitchell is registered as an investment adviser representative in IL (CRD 1708172), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dukes Lane Investments manage?
Dukes Lane Investments reports $37.1M across 71 accounts in assets under management.
How do I contact Robert Mitchell?
Through Robert's website, www.dukeslaneinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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